Purchases and Sales Made in Q4 2025 in Invesco ETF Tr Ii Sr Ln ETF (BKLN)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Sr Ln ETF (BKLN) during Q4 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II SR LN ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
713K+ 21.54% |
$14.8M - $15M
|
4.03M
$84.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
379K+ 3123.72% |
$7.87M - $7.95M
|
391K
$8.19M
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
318K+ 988.38% |
$6.61M - $6.67M
|
350K
$7.34M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
250K+ 61.56% |
$5.18M - $5.23M
|
655K
$13.7M
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
190KNew |
$3.95M - $3.99M
|
190K
$3.98M
|
|
|
Jan 14, 2026
Q4 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
91.5K+ 27.8% |
$1.9M - $1.92M
|
421K
$8.81M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
87.2K+ 126.94% |
$1.81M - $1.83M
|
156K
$3.27M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
72K+ 31.72% |
$1.5M - $1.51M
|
299K
$6.26M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
58.1K+ 131.37% |
$1.21M - $1.22M
|
102K
$2.14M
|
|
|
Jan 08, 2026
Q4 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
49.3K+ 385.72% |
$1.02M - $1.03M
|
62.1K
$1.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
44.9K+ 19.83% |
$932K - $941K
|
271K
$5.68M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
42.8K+ 1.0% |
$890K - $898K
|
4.32M
$90.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
38K+ 77.84% |
$788K - $796K
|
86.7K
$1.82M
|
|
|
Jan 21, 2026
Q4 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
32.1K+ 37.42% |
$667K - $674K
|
118K
$2.47M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
24.2K+ 23.56% |
$504K - $508K
|
127K
$2.66M
|
|
|
Jan 21, 2026
Q4 2025
|
First United Bank & Trust
|
BUY
|
- |
21.7K+ 64.36% |
$450K - $455K
|
55.4K
$1.16M
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
21.6K+ 10.88% |
$448K - $453K
|
220K
$4.61M
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
19.9KNew |
$414K - $418K
|
19.9K
$417K
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
18.7KNew |
$388K - $392K
|
18.7K
$391K
|
|
|
Jan 15, 2026
Q4 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
17.3K+ 72.82% |
$359K - $363K
|
41K
$860K
|
|
|
Jan 14, 2026
Q4 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
15.9K+ 2.29% |
$330K - $333K
|
708K
$14.8M
|
|
|
Jan 23, 2026
Q4 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
15K+ 76.92% |
$312K - $315K
|
34.5K
$723K
|
|
|
Jan 08, 2026
Q4 2025
|
Westview Management Dba Westview Investment Advisors
Burlington, VT |
BUY
|
- |
13.3KNew |
$276K - $279K
|
13.3K
$279K
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
13K+ 14.25% |
$271K - $273K
|
104K
$2.19M
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
11.9KNew |
$248K - $250K
|
11.9K
$250K
|
|
|
Jan 23, 2026
Q4 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
11.7K+ 0.62% |
$243K - $245K
|
1.89M
$39.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
11.6K+ 10.03% |
$241K - $243K
|
127K
$2.67M
|
|
|
Jan 21, 2026
Q4 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
11.2K+ 78.22% |
$232K - $234K
|
25.5K
$533K
|
|
|
Jan 23, 2026
Q4 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
11.1K+ 56.68% |
$230K - $232K
|
30.6K
$641K
|
|
|
Jan 21, 2026
Q4 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
10.4KNew |
$215K - $217K
|
10.4K
$217K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.1K+ 6.31% |
$168K - $170K
|
136K
$2.86M
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
7.16K+ 41.32% |
$149K - $150K
|
24.5K
$513K
|
|
|
Jan 23, 2026
Q4 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
6.51K+ 4.1% |
$135K - $137K
|
165K
$3.46M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
5.12K+ 787.38% |
$106K - $107K
|
5.77K
$121K
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
4.57K+ 3.01% |
$94.9K - $95.9K
|
156K
$3.27M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.17K+ 18.1% |
$86.7K - $87.5K
|
27.2K
$570K
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
2.95KNew |
$61.2K - $61.8K
|
2.95K
$61.7K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.91K+ 2.29% |
$60.4K - $61K
|
130K
$2.72M
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2.59K+ 2.21% |
$53.8K - $54.3K
|
120K
$2.51M
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2.41KNew |
$50.1K - $50.5K
|
2.41K
$50.5K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2KNew |
$41.5K - $41.9K
|
2K
$41.9K
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.88K+ 14.45% |
$38.9K - $39.3K
|
14.9K
$311K
|
|
|
Jan 20, 2026
Q4 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.84K+ 6.84% |
$38.2K - $38.6K
|
28.7K
$602K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1K+ 4.12% |
$20.8K - $21K
|
25.3K
$531K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
944+ 3.54% |
$19.6K - $19.8K
|
27.6K
$578K
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
563+ 0.41% |
$11.7K - $11.8K
|
138K
$2.89M
|
|
|
Jan 07, 2026
Q4 2025
|
Iam Advisory, LLC
|
BUY
|
- |
548+ 1.23% |
$11.4K - $11.5K
|
45K
$943K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
545+ 5.09% |
$11.3K - $11.4K
|
11.2K
$236K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
535New |
$11.1K - $11.2K
|
535
$11.2K
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
BUY
|
- |
310+ 0.48% |
$6.44K - $6.5K
|
64.6K
$1.35M
|
|